Relationship Manager Job Vacancies in Nasik - Pune Road

KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted

4. Channel Partner Recruitment:Responsible for identifying the need for appointment of a channel partner5. Team Huddle:Responsible for attending team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing and maintaining relationship with customers.7. Completion of File:Responsible for submission of complete application form, documentations and information

We are seeking a motivated and dedicated Relationship Manager to join our team in Nashik. This is a full-time position suited for freshers eager to start their careers in client management.**Key responsibilities:**- **Build and Maintain Relationships:** Establish strong connections with clients to understand their needs and provide tailored solutions, ensuring long-term satisfaction.- **Client Communication:** Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly to enhance customer experience.- **Analyze Client Feedback:** Gather and analyze feedback from clients to identify areas for improvement, contributing to service enhancement and customer loyalty.- **Promote New Services:** Inform clients about new offerings and promotions, helping them understand the benefits and encouraging uptake.- **Coordinate with Teams:** Collaborate with internal departments to ensure that client needs are met effectively and efficiently, fostering teamwork and a positive work environment.**Required skills and expectations:**- Excellent communication skills are essential for engaging with clients clearly and effectively.- Strong interpersonal skills to build and maintain relationships with diverse clients.- A proactive attitude and willingness to learn quickly in a dynamic work environment.- Good organizational skills to manage multiple client accounts and follow up on various tasks consistently.- A basic understanding of sales principles and customer service practices is an advantage, though not required for freshers.

Core Job ResponsibilitiesClient Retention: Manage a dedicated portfolio of clients to maximize satisfaction, ensure contract renewals, and prevent customer churn.Portfolio Growth: Identify upselling and cross-selling opportunities by matching company financial products, software, or services to client needs.Onboarding & Support: Guide new clients through the implementation or onboarding process, addressing initial setup hurdles and resolving complex service issues.Market Consultation: Provide clients with tailored updates on market trends, financial investment options, or technology shifts that impact their business.Cross-Team Collaboration: Partner with credit, operations, technical support, and product development teams to resolve specific client pain points quickly.Performance Reporting: Document interaction history in CRM platforms and present regular portfolio health audits to upper management.

-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever neededCandidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed

A Customer Relationship Management (CRM) job, often titled CRM Manager or Client Relationship Manager, is a critical role focused on maximizing customer satisfaction, loyalty, and long-term value to the company. This role acts as the primary bridge between the organization and its customers, using data and strategy to ensure a consistent and positive customer experience. Primary Goal of a CRM RoleThe core objective is to develop and implement strategies that enhance the company's relationships with its customers to drive customer retention, reduce churn, and identify opportunities for upselling and cross-selling. Key ResponsibilitiesThe specific duties of a CRM professional often blend strategic, analytical, and hands-on tasks:Relationship Management & CommunicationPrimary Point of Contact: Serve as the main liaison for key clients, addressing inquiries, concerns, and complaints promptly and efficiently.Relationship Building: Establish and maintain strong, profitable, and long-lasting relationships with customers to foster loyalty.Customer Advocacy: Monitor customer satisfaction (e.g., via surveys and feedback) and act as the customer's voice internally to drive product and service improvements.Strategy & Data AnalysisCRM Strategy Development: Design and execute holistic CRM strategies (e.g., email marketing, loyalty programs, lifecycle campaigns) that align with business goals.Data Utilization: Collect, analyze, and interpret customer data (behavior, trends, purchasing history) from the CRM system to gain actionable insights.Segmentation & Targeting: Segment the customer base for targeted communications and personalized engagement campaigns.Performance Reporting: Track and report on key metrics and KPIs, such as customer lifetime value (CLV), churn rate, and campaign ROI, to senior management.System & Process ManagementCRM System Oversight: Oversee the implementation, maintenance, and daily operation of the CRM software (e.g., Salesforce, HubSpot), ensuring data integrity and optimal functionality.Cross-Functional Collaboration: Work closely with the Sales, Marketing, and Product Development teams to ensure a cohesive and effective customer journey across all touchpoints.Training: Provide training and support to internal teams (Sales/Support) on the effective use of the CRM system and best practices for customer engagement.

I. Position SummaryThe Client Relationship Manager acts as an advocate for the client within the organization and a representative of the company to the client. This role is crucial for ensuring client needs are consistently met, service delivery is high-quality, and the business relationship remains profitable and enduring.II. Key ResponsibilitiesA. Relationship Development and RetentionPrimary Contact: Serve as the lead point of contact for all matters specific to assigned clients, building strong, long-lasting relationships based on trust and mutual understanding.Client Needs Analysis: Deeply understand client objectives, strategic plans, and operational needs to better position company products/services.Proactive Engagement: Schedule regular meetings and check-ins (virtual and in-person) with key client stakeholders to review performance, gather feedback, and address concerns before they escalate.Conflict Resolution: Quickly and effectively handle difficult client requests or escalated issues, coordinating with internal teams to provide timely and satisfactory solutions.B. Account Growth and StrategyStrategic Planning: Develop and execute strategic account plans aimed at maximizing client value, retention, and loyalty.Upselling & Cross-selling: Identify and pursue new sales opportunities within existing accounts by introducing additional products, services, or upgrades.Negotiation: Negotiate contracts and agreements to maximize profit while maintaining client satisfaction.Forecasting: Assist in forecasting revenue from existing clients and tracking key account metrics.C. Internal Coordination and ReportingInternal Liaison: Coordinate with various internal departments (e.g., Sales, Product, Service Delivery, Finance) to ensure consistent service levels and that client expectations are met.Reporting: Prepare detailed reports on account status, client health metrics (e.g., churn risk, satisfaction scores), and project progress for management.Documentation: Maintain accurate, up-to-date records of all client communications, activity, and account status in the CRM system.

Field sales Experience Banking And Insurance Sector .

As a Relationship Manager, you will be responsible for building, nurturing, and expanding long-term relationships with a portfolio of assigned clients. Your primary goal will be to understand their evolving needs, provide tailored solutions, cross-sell relevant products/services, and ensure high levels of client satisfaction and retention. This role requires exceptional interpersonal skills, a strong client-first approach, and a deep understanding of [your industry/products/services].ResponsibilitiesClient Portfolio Management:Manage and grow a dedicated portfolio of existing clients, understanding their unique needs, goals, and challenges.Conduct regular reviews and meetings (both virtual and in-person) with clients to assess their current situation and identify new opportunities.Act as the primary point of contact for all client inquiries, ensuring timely and effective resolution of issues.Needs Assessment & Solution Provision:Proactively assess client needs through in-depth conversations and analysis.Recommend and present appropriate products, services, or solutions that align with their requirements and add value.Collaborate with internal teams (e.g., product, operations, sales) to customize solutions and ensure seamless delivery.Cross-selling & Upselling:Identify opportunities to cross-sell and upsell additional products or services to existing clients based on their evolving needs.Achieve revenue and client retention targets for your assigned portfolio.Market Intelligence & Feedback:Gather and analyze client feedback, market trends, and competitor activities to inform internal strategy and product development.Communicate client insights and market intelligence effectively to relevant internal departments.Documentation & Reporting:Maintain accurate and up-to-date records of all client interactions, communications, and account activities in the CRM system.Prepare and submit regular reports on client portfolio performance, sales activities, and forecasts to management.Compliance & Ethics:Ensure all client interactions and transactions comply with company policies, industry regulations, and ethical standards.

Here's a detailed job description for a Relationship Manager in Nashik, Maharashtra, India. This role is vital for fostering strong client connections and driving business growth.Relationship Manager Job DescriptionJob Title: Relationship Manager / Client Relationship Manager / Key Account Manager (for senior roles)Department: Sales / Client Management / Business Development / Wealth Management (adjust based on specific industry)Reports To: Branch Manager / Regional Manager / Head of Sales / Client RelationsLocation: Nashik, Maharashtra, India (This role typically involves a mix of office-based work and frequent client visits within Nashik and potentially surrounding areas).Job Summary:We are seeking a proactive, client-focused, and results-driven Relationship Manager to join our team in Nashik. The ideal candidate will be responsible for building, nurturing, and expanding long-term relationships with a portfolio of clients. This role requires a deep understanding of client needs, the ability to offer tailored solutions, and a commitment to achieving business objectives while ensuring exceptional customer satisfaction.Key Responsibilities:Client Portfolio Management:Develop and manage a dedicated portfolio of individual or corporate clients.Regularly engage with clients through calls, emails, and in-person meetings to understand their evolving needs and strengthen relationships.Act as the primary point of contact for assigned clients, addressing their queries, concerns, and requests promptly and efficiently.Needs Assessment & Solutioning:Conduct thorough needs analysis to understand client financial goals, business objectives, or specific requirements.Present and explain appropriate products, services, or solutions that align with client needs and preferences.Educate clients on product features, benefits, and market trends.Business Growth & Sales/Retention:Identify opportunities for cross-selling and up-selling additional products or services to existing clients.Actively work towards achieving assigned sales, revenue, or client retention targets.Onboard new clients efficiently, ensuring a smooth and positive initial experience.Market Intelligence & Strategy:Stay informed about market trends, competitor activities, and industry developments relevant to clients in Nashik and Maharashtra.Provide feedback to internal teams (product development, marketing) on client preferences and market demands.Reporting & Compliance:Maintain accurate and up-to-date client records and interaction details in the CRM system.Prepare and present regular reports on client portfolio performance, sales activities, and relationship health.Ensure all client interactions and transactions comply with company policies, regulatory guidelines, and ethical standards.Collaboration:Collaborate effectively with internal departments such as operations, product, marketing, and customer service to ensure seamless service delivery and client satisfaction.